The "Resource Roster Console" (RRC) is a console that enables schedulers to view all work for some or all resources for a payroll period.
The RRC is accessed by the “Resource Roster Console” tab in Salesforce.
By default, the current date will be the first day displayed. Resources are presented in alphabetical order. Use the pagination feature to toggle the resources you see.
Select or scroll through pages to view additional resources.
Enter part of a resource name to quickly filter the resource list for matching names.
The filters at the top of the console enable can be used filter resources using several parameters and actions.
Resource names—Enter the letters of the first or last name of a resource and select the matching record.
Tags—Enter the names of tags to filter resources that have matching tags.
Regions—Enter the names of regions to filter resources by their primary region.
Multiple records can be selected when filtering by resource name, tags and/or region.
The "Apply" button will become active once valid parameters have been entered and need to be clicked to filter for matching resources.
The "Clear" button will remove the filters and refresh the list of resources.
The "AND" function will search for resources with all of the parameters entered.
The "OR" function will search for resources with any of the parameters entered.
Tip
When multiple records are selected within a parameter (e.g., multiple tags) these are always treated with the "AND" logic.
Work (i.e., single booking jobs, shifts, activities and availability/unavailability) can be added directly from the resource roster console.
When hovering over a date/resource combination on the console, select the "+" sign at the bottom left of the cell to display the options for adding a work, activity or availability item.
Selecting "Cancel" will hide the options and return to the console.
The "Add Availability" option will open the "Create Availability" modal.
The "Repeat" function will enable a recurring pattern of availability to be created on a weekly or fortnightly pattern. This can be repeated for a number of periods, and any global holidays can be skipped.
The "All Day" function will make the record a 24-hour availability for the date selected.
When the availability record is saved, a check will be done to see if there is already an availability created for the proposed date/time.
If there is no clash, the new availability will be saved.
If there is a clash, the "Availability Conflicts" modal will display.
The options for managing all listed availability conflicts in one action are:
Reset—Clear any entries entered in the individual records.
Merge all—Merge the two records for each day into one record for the day using the earliest start time and latest end times.
Overwrite all—Replace all the existing records with the new records.
Cancel all—Do not create any of the new records and keep the existing records.
The merge, overwrite and cancel functions can also be done on an individual level. In this scenario, an action must be selected for each conflict record before the record can be saved.
The "Add Availability" option will open the "Create Activity" modal.
The "Repeat" function will enable a recurring pattern of activities to be created on a weekly or fortnightly pattern. This can be repeated for a number of periods, and any global holidays can be skipped.
The "All Day" function will make the record a 24-hour activity for the date selected.
The "Add Job" option will open the single booking "Schedule Job" modal, with the resource and the date already pre-populated.
Refer to
Single Client Bookings (for job creation options).
Existing work (i.e., jobs, shifts, activities, and availabilities) can be viewed or edited directly from the resource roster console.
Hover over a work, activity or availability record to display a summary.
Right-click the work, activity or availability record to display further options.
Hover over the availability record to display a summary of the availability.
Right-click an existing availability record to display availability record options.
Edit availability—Select to edit an availability record’s details.
Delete availability—Select to delete the availability record.
Cancel—Select to cancel the display of the options.
When deleting an activity, a "Delete Availability?" modal is displayed to confirm that the activity record is to be deleted.
Note
Once deleted, the availability record cannot be retrieved.
Hover over the activity record to display a summary of the activity.
Right-click an existing activity record to display activity record options.
Edit activity—Select to edit an activity’s details.
Delete activity—Select to delete the activity.
Cancel—Select to cancel the display of the options.
When deleting an activity, a "Delete Activity?" modal is displayed to confirm that the activity record is to be deleted.
Note
Once deleted, the activity record cannot be retrieved.
Hover over the job record to display a summary of the job.
Hover over the shift record to display a summary of the shift.
Right-click an existing shift record to display shift record options.
Edit job—Select to edit shift details.
Delete shift—Select to delete the shift.
Cancel—Select to cancel the display of the options.
When deleting a shift, a "Delete Shift?" modal is displayed to confirm that the shift record is to be deleted.
Note
Once deleted, the shift record cannot be retrieved.
The view period function for a resource will open a new screen that provides granular detail on the work, activities, and availability for an individual resource.
Work, activities, and availabilities can be added, edited or deleted from this view the same as records on the main resource roster console view.
The individual resource view can be accessed from the resource’s name on the resource roster console. Select the "View All Resources" link to return to the main view of the resource roster console.
Following the creation or updating of all resource jobs for a period of time (e.g. payroll), the jobs for all resources can be replicated from that period of time to another future period of time.
It is possible to validate the replication of the lines of work prior to creating the future work.
Replication is actioned by clicking the ‘Replicate Roster’ button on the console.
Replicate Roster Dialog
When clicked, the ‘Replicate Roster’ dialog is displayed.
The options available are…
Base Roster Period - The ‘From Date’ and ‘To Date’ (inclusive) which will be used as the source jobs to be replicated.
New Roster Period - The ‘From Date’ and ‘To Date’ (inclusive) which will be used as the dates to which the Base Roster Period will be replicated.
-
‘Include Allocated Resources?’
If selected, resources allocated to a job in the Base Roster Period will be allocated to the new replicated job in the New Roster Period.
If not selected, no allocated resources will be allocated to new replicated jobs in the New Roster Period.
-
‘Skip Holidays?’
If selected, no jobs will be replicated to dates which have been configured as Holidays in the Skedulo package.
If not selected, jobs will be replicated to dates configured as Holidays.
Cancel - Select to cancel the replication.
Validate - Select to trigger a background process to identify any conflicts which new replicated jobs would have with a resources’ existing jobs or unavailability in the New Roster Period prior to the creation of the new jobs. A notification email of the validation results will be distributed when validation has finished processing.
Replicate - Select to trigger a background process to validate and replicate jobs in the Base Roster Period into the New Roster Period. A notification email of the replication results will be distributed when replication has finished processing.
Email Notification
Both ‘Validate’ and ‘Replicate’ generate an email which contains the outcomes of the respective function.
For Salesforce, subscribe intended recipients to the ‘Roster Replication Notification’ public group to receive the outcome email from a validation or replication action.
The following possible outcomes may be listed in the email Notification depending on the outcome from the validation and/or replication processing.
Conflict Name |
Conflict Info |
|---|---|
Resource Unavailable |
The allocated resource is unavailable for the part or all of the new scheduled work. |
Existing Job |
The new scheduled job is conflicting with an existing job to which the resource has been allocated. <A list of existing work to which the resource is already allocated>. |
Resource Skills |
The allocated resource does not have all the required skills for the new scheduled work. Missing skills are: <List of missing job skills>. |
SA Line Item Dates |
New scheduled work date is not within service agreement item date range. |
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